Financial Planning Expert for Swiss Markets
vor 1 Monat
A prestigious financial advisory firm with a global presence is seeking an experienced Financial Planner to join its team in Geneva, Switzerland.
As a key member of the team, you will engage with clients across Switzerland, providing expert advice on lump sum investing, portfolio management, retirement planning, and regular savings. You will also work closely with marketing, business development, and paraplanning teams to drive client growth and success.
The ideal candidate will have a proven track record in an Advisory/Relationship Management role within the financial services sector, with a minimum qualification of a UK Level 4 Diploma or its international equivalent. A proactive and entrepreneurial mindset, coupled with strong communication skills, is essential for this role.
Benefits include:
- An attractive salary package with a revenue share from business generated.
- Coverage of employment visa and Swiss work permit costs.
- Comprehensive medical insurance.
- Support in achieving industry certifications (e.g., CISI, CII, LIBF), with costs covered.
In this dynamic and supportive environment, you will have access to cutting-edge resources, including investment teams, dedicated research units, and robust marketing frameworks. With opportunities for professional growth and development, this role is ideal for individuals seeking to advance their careers in financial planning.
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